Investment Q&A

Q: 1st question on ENB , I see lots of recommendations on ENB. I understand that this co. has mostly take or pay contracts (I am also aware of their investments in renewables etc.) however, it looks like there is a possibility of oil storage filling to capacity, if this does happen many pipelines will have basically slow to a trickle or even stop for a while, if this were to happen would this not give energy cos. stuck with take or pay an out as their contracts wouldn't be honored, it seems like a very risky situation to me for all the pipelines, what is your take on this?
2nd question would you endorse buying ZQQ for a 1 stop tech exposure ( I like the idea of being hedged) or would you prefer something else. I was also looking at the ARK etf's F W K ( tesla seems heavy in some of these) which of these would you prefer in combo with a ZQQ or instead of? dock as many as needed as I don't use many, lol. Thanks for your perspectives and all the work you do.
Tom

Q: Would you sell xuu etf and replace with zqq etf? Looks like zqq has outperformed xuu over the short and long term?

Q: I would like to purchase QQQ but in Canadian funds and not hedged. I think that QQQ.F.CA or XQQ are options. But I notice that QQQ shows about 10% better price increase over the last 3 years than the CDN options.
Are there other pros and cons of purchasing say XQQ instead of converting my cash to USD and buying QQQ?

Q: Currently have ZQQ. Is there a more concentrated hedged ETF with just the FAANG stocks & a few others?

Q: Do you think Shopify can hit or exceed its old high of ($786.07) on its next earning report ?(early May)
It certainly seems to be tracking Amazon, which is hitting new highs daily.

Thnx for your great service you provide the individual investors!! 👍

Dave

Q: Good morning folks
I bought more SQ at $39.00. I shaved a bit on the up. Raymond James downgraded it to a SELL with a future price of $41.00. What is your take on the near term ( 1 to 2 years)? If it does drop I will buy a bit more. Yes..I am putting on my "trading Hat".
Thank you for your guidance during these troublesome times. Stay safe ..

Q: Can you please compare these companies in what they do, their prospects and financial strength. Would you have a preference or buy a bit of each? Use what credits are appropriate. Thanks!

Q: Hello team,
Due to market conditions, noted exchange postponed the major indexes re-balancing, Tech is near 1/4 of S&P index,
1 What may effect the most sectors weighting post re-balancing? how does it work?
2 Earning season just kicked in, major tech earnings will be coming out next week, what's your predictions for the tech sector in general?
Thanks

Q: Hi 5i,

What do you think about FLIR as a C19 stock? I read that there is increased demand for thermal imagine and temperature readers. Does that increase make a difference in offsetting declines in other parts of their business?

TIA!

Q: Hi Team,
I am holding TWLO, and down 12% on it as of today. It has been showing some strength lately with the other tech names, but perhaps not as much as some others. What do you think of this companies growth potential? I am wondering if I should hold it, or if you would recommend switching the holding into a different US tech growth stock that you are much more convinced of (was noticing ROKU or DOCU)? I currently already hold NOW, AYX, CRM, SQ,TTD,FB. Thanks for your advice.

Shane.

Q: I am interested in adding another name that would benefit from the roll out of the internet of things. I currently own Nvidia, Taiwan Semi and American Tower currently. What names would be complimentary and timely? Thanks

Q: Hello 5i,
Paycom Software showed tremendous growth in 2019 (+117%) and was off to a great start in 2020. Could you tell me how the virus related business slowdown is likely to affect the business going forward? Can it regain its prior momentum?
Thank you so much
Dave

Q: Good morning,

I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.

Q: Good afternoon guys:
Is this name a buy right now ?
Thx
Mark

Q: Your thoughts on BOX going forward? Last quarter was good and new board members have driven this stock back up. Keep holding or move on?
THANK YOU

Q: If one wanted to get exposure to AI and 5G technology, what would you recommend in equity or ETF
GUY

Q: Hi Team,
I hold the following stocks in my TFSA: AYX, FB, LSPD, SQ, TTD. Lightspeed is by far my worst performer so far in this group (-50%). I was thinking of possibly "Doubling down" on lightspeed in order to lower my average price, and also with the thought being since its sold off the most in this group, that it may have the highest potential return in a time frame of say a couple yrs. But.. I hold no cash in this account for the most part, so I would have to trim one or 2 of these holdings in order to raise the cash required to buy more LSPD. I am a bit hesitant to do this as I am a firm believer in the other holdings as well. If you were to trim, which would it be from out of the list of stocks given, in order to buy more LSPD? Or would you consider doing this at all given the prospects of the other stocks in this list? Note that I would not have to trim alot from the other ones as LSPD is currently down so much that it wouldn't take too much to double down on it. I am using my TFSA for high growth, and not overly concerned with weightings as long as the holdings are of quality and high growth potential. Thanks for the advice.

Shane.

Q: Wanted to ask your thoughts on this name. Keep reading advertising will be impacted but longer term their model seems to hold weight. Being isolated, many hours is spent on various streaming platforms along with web surfing. Also, no one is really focused on the election but I suspect once covid19 has peaked and stabilized it will become a larger focus driving an up take for TTD.

Q: Have been dithering on having a greater tech exposure for my portfolio due to my ignorance of the space. Nonetheless, have narrowed down to two choices, Descartes or Taiwan Semiconductor. Given their low correlation (.25) would you favor, one, the other or both? (anticipated total exposure < 5%) Currently have a small, speculative position in PHO:CA (<2%) Other solid, possibly dividend paying suggestions are welcome. Thanks.

Q: I have no real undersatanding of this Co I purchased shares few months ago when it was flying high. then I read it got hurt badly when a star lead person left abruptly. Since then it was recovering slowly.
I read now they applied for relief under the new stimulous bill .
How imp is this for SQ. how do you see the company future path